Unclaimed Profile

Abigail Caso Holmes

BRIGHTSIDE ADVISORY PARTNERS, LLC·BALTIMORE, Maryland

Series 65Clean record8 years registeredBRIGHTSIDE ADVISORY PARTNERS, LLC

6300 BLAIR HILL LANE, BALTIMORE, MD 21209CRD# 6780760Firm CRD# 305389

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Abigail Caso Holmes · BALTIMORE, MD

Registration

CRD #6780760 · BRIGHTSIDE ADVISORY PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Aug 2024 – present

BRIGHTSIDE PARTNERS

Nov 2019 – Jun 2024

Baltimore, MD

WMS PARTNERS, LLC

Aug 2017 – Nov 2019

TOWSON, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 22, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTSIDE ADVISORY PARTNERS, LLC

CRD 305389 · SEC 801-117479

AUM

$853M

Regulatory assets under management

Employees

486 client accounts

Services offered by BRIGHTSIDE ADVISORY PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHTSIDE ADVISORY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Abigail Caso Holmes offer?

Abigail Caso Holmes specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Abigail Caso Holmes's credentials?

Abigail Caso Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Abigail Caso Holmes located?

Abigail Caso Holmes is based in BALTIMORE, Maryland, working with BRIGHTSIDE ADVISORY PARTNERS, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Abigail Caso Holmes charge for services?

Abigail Caso Holmes's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets advised on. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTSIDE ADVISORY PARTNERS, LLC?

BRIGHTSIDE ADVISORY PARTNERS, LLC has approximately 12 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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